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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
11957 Democracy Drive, Reston, VA 20190-5662 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Reston | VA | 06/2024 | Present |
| Fairfax County Public School | Springfield | VA | 02/2024 | 05/2024 |
| Halite Parnters | Columbus | OH | 01/2018 | 12/2018 |
| Cambridge Associates | Arlington | VA | 10/2014 | 01/2018 |
| The St. James | Springfield | VA | 03/2022 | 12/2022 |
| Capital One | Mclean | VA | 03/2020 | 03/2022 |
| Capital One | Mclean | VA | 01/2023 | 02/2024 |
| Ahri (Air Conditioning, Heating, And Refrigeration Institute) | Arlington | VA | 01/2019 | 03/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-19 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-06 |
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